History
In 1996, managing partner Paul Boyd founded ClearPath as a hybrid investment advisory/brokerage firm known as Farallon Advisors, LLC. After establishing itself in the market, the firm rebranded in 2000. Since then, ClearPath has expanded significantly to grow into the Wealth Management firm it is today, providing strategies to the tech elite and high-net-worth investors.
Specialties
ClearPath Capital Partners is a privately-held wealth and investment management firm with an 18-year track record of successfully managing the personal wealth of private clients in Silicon Valley and the Bay Area. ClearPath's wealth management plan centers around a dynamic, comprehensive process that allows us to deliver highly customized solutions to a select group of clients. Our investment initiative is based on the belief that a global, risk-managed approach delivers the best risk-reward profile. Solutions are delivered in concert with clients' other professional advisors in order to form a complete wealth management and investment plan.